Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complex
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

2,295 firms manage $19.1 trillionFidelity

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 14096
    Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
    Schwab 61%Fidelity 39%
    $138M
  2. 14116
    Argus Investors' Counsel, Inc.New York, NY · 303 clientsWealth manager
    Fidelity 66%Schwab 34%
    $137M
  3. 14131
    Champion Advisors LLC51 clientsWealth manager
    Fidelity 100%
    $137M
  4. 14133
    Black Walnut Wealth ManagementTraverse City, MI · 86 clientsWealth manager
    Fidelity 100%
    $137M
  5. 14136
    Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
    Schwab 94%
    $137M
  6. 14149
    Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
    Fidelity 66%Schwab 34%
    $136M
  7. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  8. 14155
    BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
    Fidelity 83%
    $136M
  9. 14162
    Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
    Schwab 77%Fidelity 23%
    $136M
  10. 14175
    Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
    Fidelity 67%SEI 32%
    $135M
  11. 14176
    Dover Investment Advisory Corporation45 clientsWealth manager
    Fidelity 100%
    $135M
  12. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  13. 14185
    Sparrow Wealth ManagementOrlando, FL · 64 clientsWealth manager
    Fidelity 100%
    $135M
  14. 14192
    Colton Wealth ManagementArcadia, CA · 109 clientsWealth manager
    Fidelity 100%
    $135M
  15. 14200
    Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
    Schwab 89%
    $135M
  16. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  17. 14206
    Seal Cove Capital LLC3 clientsWealth manager
    Fidelity 100%
    $135M
  18. 14207
    Haddonfield Financial Planning LLCHaddonfield, NJ · 212 clientsWealth manager
    Fidelity 100%
    $135M
  19. 14209
    BSG AdvisersApex, NC · 272 clientsWealth manager
    Fidelity 99%
    $135M
  20. 14212
    Stonebridge Wealth Management, LLCFrisco, TX · 40 clientsWealth manager
    Fidelity 100%
    $135M
  21. 14229
    Tumolo Wealth Management LLCEast Lyme, CT · 449 clientsWealth manager
    Schwab 53%Fidelity 47%
    $134M
  22. 14231
    Trio Wealth Management, LLCGreat Falls, VA · 87 clientsWealth manager
    Fidelity 55%Schwab 45%
    $134M
  23. 14238
    Panorama Wealth AdvisorsGreenwood Village, CO · 200 clientsWealth managerHybrid
    Fidelity 100%
    $134M
  24. 14245
    Rechter Wealth Management, LLC57 clientsWealth manager
    Fidelity 100%
    $134M
  25. 14251
    Lifecapital Partners LLCNew York, NY · 297 clientsWealth manager
    Fidelity 100%
    $133M
  26. 14254
    Kanos Capital Management, LLCHouston, TX · 37 clientsWealth manager
    Schwab 71%Fidelity 29%
    $133M
  27. 14271
    Tricapital Wealth Management, Inc.Charlotte, NC · 125 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $133M
  28. 14290
    PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
    Schwab 55%Fidelity 45%
    $132M
  29. 14337
    Weinstat Wealth Management, Inc.35 clientsWealth manager
    Fidelity 100%
    $131M
  30. 14340
    Lincoln Douglas Investments, LLCMount Vernon, OH · 246 clientsBroker-dealer firmHybridLincoln Douglas Investments, LLC
    Fidelity 100%
    $131M
  31. 14357
    Capital City Wealth Management, Inc.Bismarck, ND · 135 clientsWealth managerWrap sponsor
    Fidelity 100%
    $130M
  32. 14360
    Seven Hills Capital AdvisorsCincinnati, OH · 124 clientsWealth manager
    Fidelity 100%
    $130M
  33. 14364
    Navigo Wealth Management, LLC155 clientsWealth manager
    Fidelity 100%
    $130M
  34. 14371
    Pasqua Wealth SolutionsPalm City, FL · 53 clientsAsset manager
    Fidelity 100%
    $130M
  35. 14372
    Vida Wealth Partners, Inc.Santa Barbara, CA · 28 clientsWealth managerHybrid
    Fidelity 100%
    $130M
  36. 14375
    Burnham & Company LLCGrand Rapids, MI · 171 clientsWealth manager
    Schwab 60%Fidelity 40%
    $130M
  37. 14379
    Burlingame Wealth Management, LLCBurlingame, CA · 38 clientsPrivate fund adviser
    Schwab 85%
    $129M
  38. 14382
    SKG Capital Advisors, LLCAlbuquerque, NM · 277 clientsWealth managerWrap sponsor
    Schwab 91%
    $129M
  39. 14383
    Antonetti Capital Management, LLCNaples, FL · 141 clientsWealth manager
    Schwab 63%Fidelity 37%
    $129M
  40. 14384
    Saber Capital Management LLCFuquay Varina, NC · 90 clientsWealth manager
    Schwab 40%Fidelity 38%
    $129M

RIAs by state